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Integrated analysis of macroeconomics, markets and policy.

Latest Research
Western Europe
Mar 16, 2018
Bank of England Preview: Playing for Time?
by Andrew Wroblewski
Western Europe
Mar 15, 2018
Strong Franc Plagues Swiss National Bank
by Henri Kouam
North America
Mar 15, 2018
FOMC Preview: Happy Outlook and Higher Rates
by Kevin Harris, David Sloan
Big Picture
Mar 15, 2018
Developed Markets Are Losing an Innovation Race
by Tamara Basic Vasiljev
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Latin America
Mar 15, 2018
Brazil: Taking Advantage of Soft Inflation
by Pedro Tuesta
Western Europe
Mar 15, 2018
Italian Election: Markets’ Fears Coming True
by Gianluca Ziglio
Asia/Pacific
Mar 14, 2018
Malaysian Election: On the Horns of a Dilemma
by Charu Chanana
View Change
Mar 14, 2018
Philippines: Central Bank Likely to Delay Rate Hike
by Jiaxin Lu
North America
Mar 13, 2018
Trump Rushes Toward New China Trade Sanctions
by Kevin Harris
Western Europe
Mar 13, 2018
UK Fiscal and Economic Update: Less Bad?
by Andrew Wroblewski
Asia/Pacific
Mar 13, 2018
India’s Farmers Desperately Need Structural Reforms
by Charu Chanana
View Change
Mar 13, 2018
South African Reserve Bank: Holding Off for Now
by John Tate
Updates
Conference Call
Dec 11, 2017
Conference Call
Nov 21, 2017
REPLAY—Key Global Themes for 2018
Conference Call
Sep 28, 2017
REPLAY—Q4 Global Outlook: What Lies Ahead?
Conference Call
Jun 13, 2017
REPLAY—Q3 Global Outlook and Themes Review
by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill
Conference Call
Mar 08, 2017
REPLAY—Q2 Global Outlook: Shifting Sands and a Bear Market in Bonds
by Gabriel Stein, Kevin Harris, Rachel Ziemba, Andy Hartwill
Conference Call
Feb 08, 2017
REPLAY—Populist Tides Still Rising: An Update From Trump Through Brexit to Europe
Global Outlook
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Dec 07, 2016
REPLAY—2017 Outlook: Abnormal Politics, Normalizing Policies
by Andy Hartwill, Gabriel Stein, Rachel Ziemba, Kevin Harris
Conference Call
Nov 17, 2016
REPLAY—2017 Themes: The Ideas and Trends That Will Drive Markets Next Year
by Gabriel Stein, Rachel Ziemba, Research Team
Conference Call
Nov 10, 2016
REPLAY—Conference Call—U.S. Election: Assessing the Aftermath
by Gabriel Stein, Kevin Harris, Andy Hartwill, Rachel Ziemba
Press Release
Oct 26, 2016
Outperformance Supports the Country Insights Methodology
Conference Call
Sep 27, 2016
REPLAY—Global Outlook: Time for a Reload
by Kevin Harris, Rachel Ziemba
Global Outlook
Jun 21, 2016
REPLAY—Global Outlook: Brexit Buffet
by Brunello Rosa, Rachel Ziemba, Research Team
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